Berkshire Hathaway stock has underperformed the S&P 500 Index by 16.3% year-to-date.

老虎证券2026/05/30 13:29

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In stark contrast, Berkshire Hathaway's stock price remained largely flat during the month. As a result, Berkshire’s widely held Class B shares have lagged the S&P 500 Index by 16.3 percentage points year-to-date, the largest gap so far this year. At the end of March, Berkshire Hathaway stock was only barely ahead of the S&P 500 by 1.8 percentage points. Since then, the S&P 500 Index has surged by more than 35% in April and May, while Berkshire Hathaway's stock price has fallen by nearly 11%. Chart analysis from 22V Research shows that Berkshire Hathaway’s relative performance against the S&P 500 Index has dropped to its lowest level since 2007.

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Bridgewater CIO Greg Jensen warns that assets related to AI infrastructure have already been significantly priced in by the market, and the excess return opportunities of two years ago are fading. The fund has reduced its positions to a "very minimal" level. According to system modeling through 2028, the upside potential for assets such as chips and data centers is now very limited and faces risks of financing and construction delays. Bridgewater's strategic focus has shifted to AI disruption and application sectors.

华尔街见闻•2026/09/18 05:56

Bridgewater: Most AI infrastructure trades have already been priced in, only holding a “very small position”

华尔街见闻•2026/09/18 05:51